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Steven Brill

@Clear Point Advisors Inc.

Latest period2024 - Q3ReportedManaged Assets$129.349MTotal holdings572
Assets growth rate6.24%Assets growth rate (2-Q avg)3.19%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Clear Point Advisors Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 572 positions.

Assets under management

The assets under management (AUM) of Clear Point Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 129.349M in assets, with a quarterly growth rate of 6.24% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Steven Brill, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYGSpdr Ser Tr
Recent Activity
Decreased -16.91%
0.12%
$151,092
1,822 shares@ $82.93 avg price
SOXXIshares Tr
Recent Activity
Decreased -19.17%
0.09%
$104,169
451 shares@ $230.98 avg price
VSMVVictory Portfolios Ii
Recent Activity
Decreased -21.33%
0.07%
$90,470
1,862 shares@ $48.59 avg price
BXBlackstone Inc
Recent Activity
Decreased -42.03%
0.05%
$63,601
415 shares@ $153.26 avg price
EXELExelixis Inc
Recent Activity
Decreased -1.22%
0.05%
$62,799
2,420 shares@ $25.95 avg price
COWZPacer Fds Tr
Recent Activity
Decreased -63.27%
0.04%
$49,274
852 shares@ $57.84 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -59.1%
0.04%
$42,527
256 shares@ $166.13 avg price
IYRIshares Tr
Recent Activity
Decreased -26.15%
0.04%
$42,293
415 shares@ $101.92 avg price
PVALPutnam Etf Trust
Recent Activity
Decreased -59.8%
0.02%
$25,430
670 shares@ $37.96 avg price
DELLDell Technologies Inc
Recent Activity
Decreased -16.95%
0.02%
$22,633
191 shares@ $118.5 avg price